360 Financial

EST. AUM
$700,535,009

CONTACTS
5

CLIENT ACCOUNTS
2,079

Firm Details

Metro area Minneapolis
CRD Number 168600
Website 360financial.net
Client types

Overview

360 Financial is an independent wealth management firm based in Minnesota, offering a comprehensive range of financial services. Their approach integrates various aspects of financial planning to create customized strategies that align with clients' individual needs and long-term goals. 360 Financial employs a proprietary LifeWealth Process, which integrates various aspects of clients' financial lives into a cohesive plan. This approach is designed to address immediate financial needs while planning for future goals. The firm prides itself on its fiduciary responsibility, ensuring that advice is always in the best interest of clients, free from conflicts of interest typically associated with commission-based models.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

360 Financial

Platform Details

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Address

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